See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,436 | $209,411-65.9% | $178,490-60.0% | $158,922-55.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.70% | 188.75%-174.0pp | 151.07%-136.4pp | 302.83%-288.1pp |
| Employer contribution / active EE | $7,027 | $5,706+23.1% | $5,011+40.2% | $4,761+47.6% |
| Participant deferral / active EE | $11,745 | $5,954+97.2% | $5,202+125.8% | $5,982+96.3% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |